Welcome to the Build Waypoint, the crucial first stage of your financial journey, typically for those aged 0–25 years old. This phase is all about laying the groundwork for financial success, where your journey of building true wealth begins. At Way Financial, we see this as “The Journey Begins,” a time to hit the open waters and embark on your path to financial freedom.

What the Build Waypoint Means for You:

• Organize, Simplify, and Multiply Your Financial Position: Our core mission at Way Financial is to Simplify complex financial concepts and strategies, Organize your financial life for clarity and efficiency, and Multiply your wealth through smart, strategic planning. This focus is paramount as you begin to establish your financial footing.
• Personalized Guidance from the Start: We believe that effective financial stewardship is about nurturing your entire financial ecosystem. We blend expertise with empathy to guide your unique financial journey, offering personalized service that puts your unique needs and goals at the forefront of every decision.
• A Focus on Long-Term Wealth Building: Way Financial emphasizes a long-term perspective. We believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. For those starting out, it’s important to know that no account is too small to get started.
• Holistic Approach to Your Early Finances: Our comprehensive approach goes beyond traditional wealth management. We consider every facet of your financial life, even at this early stage, to ensure a solid foundation for your future.

How Way Financial Supports Your Build Journey:

• Discovery Meeting: Our process begins with a Discovery Meeting where we get to know each other and establish a strong foundation for our partnership. We conduct a thorough discovery process addressing your unique goals and concerns, reviewing your current situation, including your Income Plan, Investment Plan, Tax Plan, Health Care Plan, and Legacy Plan. This initial step is vital for setting up your financial trajectory.
• Comprehensive Financial Planning Services: We provide tailored financial solutions that address every aspect of your financial life. Even if you’re not planning for retirement yet, understanding basic Investment Management and Tax Planning strategies is crucial. We craft personalized investment strategies and help you understand how to legally reduce your tax exposure to maximize current paycheck efficiency while funding future goals.
• Empowering Tools and Resources: To help you gain clarity and make informed decisions, we offer a variety of powerful online tools, including a Compound Interest Calculator, Monthly Budget Breakdown, and Debt Payoff Calculator. These resources are designed to help you actively manage and understand your finances from the ground up.

Your Next Step to a Strong Financial Foundation:

Ready to lay a strong foundation for your financial future? We invite you to schedule a complimentary consultation with one of our expert Financial Advisors. There’s no obligation, just opportunity to discover how we can help you achieve your financial dreams. Let’s embark on this financial journey together, as your success is our success.